Smith Salley Wealth Management’s SiriusXM SIRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,079	Closed	-$94K	–	235
2023 Q2	$94K	Hold	2,079	–	–	0.01%	224
2023 Q1	$82.5K	Buy	2,079 +2	+0.1%	+$79	0.01%	224
2022 Q4	$121K	Hold	2,077	–	–	0.01%	219
2022 Q3	$118K	Hold	2,077	–	–	0.01%	210
2022 Q2	$128K	Hold	2,077	–	–	0.01%	220
2022 Q1	$137K	Hold	2,077	–	–	0.01%	232
2021 Q4	$132K	Hold	2,077	–	–	0.01%	245
2021 Q3	$127K	Hold	2,077	–	–	0.01%	245
2021 Q2	$136K	Hold	2,077	–	–	0.01%	245
2021 Q1	$127K	Hold	2,077	–	–	0.01%	228
2020 Q4	$132K	Hold	2,077	–	–	0.01%	210
2020 Q3	$111K	Hold	2,077	–	–	0.01%	186
2020 Q2	$122K	Hold	2,077	–	–	0.02%	187
2020 Q1	$103K	Hold	2,077	–	–	0.02%	176
2019 Q4	$149K	Buy	2,077 +77	+4%	+$5.52K	0.02%	196
2019 Q3	$125K	Hold	2,000	–	–	0.02%	188
2019 Q2	$112K	Hold	2,000	–	–	0.02%	188
2019 Q1	$113K	Hold	2,000	–	–	0.02%	171
2018 Q4	$114K	Hold	2,000	–	–	0.02%	168
2018 Q3	$126K	Hold	2,000	–	–	0.02%	186
2018 Q2	$135K	Hold	2,000	–	–	0.02%	179
2018 Q1	$125K	Hold	2,000	–	–	0.02%	175
2017 Q4	$107K	Hold	2,000	–	–	0.02%	179
2017 Q3	$110K	Hold	2,000	–	–	0.02%	170
2017 Q2	$109K	Hold	2,000	–	–	0.02%	169
2017 Q1	$103K	Hold	2,000	–	–	0.02%	171
2016 Q4	$89K	Hold	2,000	–	–	0.02%	156
2016 Q3	$83K	Hold	2,000	–	–	0.02%	153
2016 Q2	$79K	Hold	2,000	–	–	0.02%	155
2016 Q1	$79K	Hold	2,000	–	–	0.02%	156
2015 Q4	$81K	Hold	2,000	–	–	0.02%	157
2015 Q3	$75K	Hold	2,000	–	–	0.02%	151
2015 Q2	$75K	Hold	2,000	–	–	0.02%	158
2015 Q1	$76K	Hold	2,000	–	–	0.02%	162
2014 Q4	$70K	Hold	2,000	–	–	0.02%	168
2014 Q3	$70K	Sell	2,000 -400	-17%	-$14K	0.02%	173
2014 Q2	$83K	Buy	+2,400	New	+$83K	0.02%	186